An interview with Bill Bishop and Andrew Sharp about one year of Sharp China, the chip ban, AI in China, TikTok, and the Biden-Xi visit in San Francisco.
Apple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang
Apple issued its second revenue warning in two years, and while the circumstances were very different, both were about China. Then, Foxconn is diversifying — will that speed up? Plus, an interview with Dan Wang about supply chains in China.